Personal Banker

Lake Ridge Bank; Monona (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

Lake Ridge Bank in Monona, WI seeks a Personal Banker to deliver a premier client experience and grow relationships by addressing consumer banking needs. You will open accounts, process transactions, and actively promote deposits and loans while maintaining confidentiality and compliance.

The role emphasizes client-centric service, community involvement, and teamwork to meet individual and department goals. Office-based position at Monona Bridge Road.

Qualifications

• Associates Degree in a related field or equivalent work experience (2+ years) in client services/sales.
• Exceptional interpersonal and communication skills enabling effective interaction with diverse clients.
• Demonstrated problem solving and decision-making abilities.

Responsibilities

• Build and maintain banking relationships with clients.
• Promote deposits and consumer loans using active sales skills.
• Open and service deposit accounts (checking, savings, CDs) and complete paperwork.
• Process transactions and balance cash drawer accurately.
• Onboard new clients and accounts and stay compliant with security standards.
• Represent the bank professionally at community events and internal meetings.

Skills

Interpersonal skills

Communication skills

Sales ability

Customer service

Education

Associates Degree

2 years client services/sales experience

Job description

Description

Purpose of Position: A Personal Banker is responsible for delivering a premier client experience that is second to none by helping out our clients with just about all of their consumer/retail banking needs! The Personal Banker will provide new and existing clients with resources and solutions to serve all their financial needs and will work to grow relationships that are mutually beneficial for the client and bank. The primary responsibility for this position will be to develop and nurture client relationships.This position is based out of our Monona Bridge Road office.

ESSENTIAL RESPONSIBILITIES

• Bankers are expected to achieve full banking relationships with clients. Therefore, being very familiar with ALL that Lake Ridge Bank has to offer is paramount to success in addition to maintaining expertise of all deposit and consumer loan products and services.


• Resolve client needs/problems/issues and provide high quality personalized service.


• Actively sell deposit and consumer loan products and services by utilizing effective sales skills including listening, being persuasive and building confidence and trust with clients and potential clients.


• Open deposit accounts for clients including but not limited to checking, savings, CDs as well as properly completing all account paperwork.


• Process transactions such as cashing checks, account withdrawals, deposits, loan payments, etc. while properly balancing and maintaining a cash drawer.


• Follow through with onboarding new clients/new accounts.


• Promote and maintain positive relations with all internal and external contacts, clients and potential clients.


• Meet established benchmarks for individual, office, and department.


• Actively participate in sales, office and staff meetings.


• Maintain confidentiality of client information at all times.


• Participates in community involvement/bank activities.


• Performs all other duties as assigned.

OTHER RESPONSIBILITIES

• Complete all annual bank security and compliance training.


• Adhere to Bank Security guidelines as required for this position.


• Always maintain confidentiality of client information


• Stay current on all compliance regulations.

Requirements

• Associates Degree in a related field and/or 2 years equivalent work experience in a client services/sales environment


• Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse group of clients.


• Demonstrated problem solving skills with the ability to make good decisions


• Flexibility with the ability to adapt to an ever-changing work environment


• Willingness and ability to participate in community functions where the office is involved


• Ability to represent the organization in a professional, positive manner


• Proven sales ability

Lake Ridge Bank values a diverse workforce and is an Aff…

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at [phone] or email us.